“Wealth is the ability to fully experience life” said Henry David Thoreau - and Louie strives to help people to fully enjoy their wealth!
“I get a real thrill out of helping people and an even bigger thrill when clients tell me that my advice has made a positive change in their lives. Aside from spending time with my family, nothing is more exciting and fulfilling than building my business, I love my industry”
For his clients, Louie prepares detailed financial plans focusing on the biggest financial threats such as inheritance tax and the real dangers of over spending or not spending enough. His favourite part of financial planning is helping understand investments and helping his clients achieve the best possible return from their assets.
Louie originally hails from Montreal, Canada and started his training as a stockbroker with Edward Jones in 2008. On moving to the UK, he ran his own business for three years (Cotswold Wealth Management) before joining Kellands as an Executive Consultant in 2014.
Louie is a member of the Chartered Institute for Securities and Investments CISI. He also holds the diploma in Financial Planning from the Chartered Insurance Institute CII. He is a qualified mortgage broker and holds the CF8 qualification in long term care planning.
The Mustard House
13-14 Barton Street
Tewkesbury GL20 5PP
Work: 01684 850088